European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
Neil Woodford is gearing up to launch his third fund at a time when he sees “more opportunities than he has in a long time” for UK equities, but there are “bigger challenges than Brexit” to contend with.
Microsoft is one of Neptune Investment Management’s ‘hidden fruits’ that looks set to be a big winner from a boom in ‘cloud’ technology, according to fund manager Alastair Unwin.
Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?
Lloyds Banking Group now represents a ‘compelling story’ for investors, according to Quilter Cheviot.
As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.
A surge of M&A activity across UK companies will be a key theme in 2017 according to Blackrock UK equities manager David Goldman.
This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.
New energy, transportation and the ‘internet of things’ are set to tip over into mainstream investment thinking and become key trends, according to Miton’s David Jane.
As more managers let go of their hang-ups over Europe and return to investing in the region, there could be a golden opportunity for active managers to outperform by getting sector specific and avoiding the usual defensive crutches.
